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招商证券(国际)早会纪要 20260626
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中国必选消费行业 - 厄尔尼诺与2027年第二轮成本通胀冲击
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China Consumer Staples - The El Niño & the 2nd wave cost inflation in 2027
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HK Strategy Weekly (22 June 2026) - Resilient Output Fails to Mask Weak Domestic Demand, Hawkish Fed Tests HK Market Recovery
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Ribo Life Science (6938 HK) - First-in-class FXI siRNA, targeting the untapped thrombosis market
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招商证券(国际)早会纪要 20260618
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Auto & Robotics - Weak domestic demand contrasts with strong export breakout
Liang Yonghuo
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汽车及机器人 - 汽车内需疲弱,出口强势突破
梁勇活
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